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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,802 | $78,976+64.4% | $100,383+29.3% | $74,546+74.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.53% | 20.62%-4.1pp | 49.26%-32.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $7,747 | $3,019+156.6% | $3,944+96.4% | $2,624+195.2% |
| Participant deferral / active EE | $9,254 | $7,758+19.3% | $8,086+14.4% | $4,347+112.9% |
| Admin fee / account holder | $14 | $1,330-98.9% | $7,900-99.8% | $1,944-99.3% |